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Non-Tech : Amati investors

AMTX 1.520

-3.2%

Jan 15 3:59 PM EST

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To: pat mudge who wrote (11221)	3/1/1997 11:47:00 PM
From: Louie Liu	of 31386

[COMS/USRX] An ADSL play? If COMS can't hear ADSL is coming they will get the message when the RBOCs start deploying ADSL instead of ISDN. I think they saw the writing on the wall when the RFP contract was awarded to Alcatel. Was Amati informed of the possible COMS/USRX merger during the negotiation? The merger makes more sense as an ADSL play which allows them to compete with the big companies like ALA and NEC. If Amati has a deal with USRX/COMS, I think that will put a fire under CSCO. Consequently, Amati is in a better position to extract a better deal (coproduction) from CSCO. Or may be you have been talking to RC again. As for the Sourcecom/MOT deal, my interpretation is that the TI DSP chip has caused considerable upset in the semiconductor industry. DSLAM makers will use the TI chip instead of the CG chip unless MOT has something special to offer. Regards Louie

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